• Are you on the right path for a successful retirement? Watch this webinar to find out if you are maximizing your opportunities!
    • 5 SECRETS TO RETIREMENT
    • The 5 Secrets to a Successful Retirement. Sign up for our next event under our Seminar & Event page!
    • rsvp. explore. learn.
    • A dedicated team of Personal Financial Advocates, working to help you make consistently smart financial decisions.
    • WHO WE ARE
    • In helping you build wealth our approach is simple – focus on objectives, take advantage of opportunities, limit unneeded risk.
    • WHAT WE DO
    • Substantiated with extensive back-testing, decades of research, and overwhelming academic and empirical support.
    • OUR THINKING
shadow

REGISTER FOR AN EVENT

There are no upcoming events.

SEND US A FILE

Use our secure FTP upload area to send files to your Advisors.

Secure Upload

Speak to an Advisor

  • PhoneSeattle: (800) 923-4307
    Portland: (800) 317-6018
  • FaxSeattle: (206) 923-3484
    Portland: (503) 808-9006

  • Recent Posts

    Should I Invest in a Timeshare?

    Vacations are wonderful.  Whether you enjoy lounging on a beach or hiking in the mountains, vacations normally make us happy and feeling refreshed.  Have you ever fallen in love with ...[read more]

    Running with the Flock: The Woes and Follies of the Mutual Fund Investor

    In the world of mutual funds, options are seemingly endless. There are load funds, incubated funds, passively managed funds, and the list goes on. How does the average investor fare in ...[read more]

    Enhanced Index Investing: Capitalizing on Market Returns

    Traditional Funds vs. Index Funds vs. Enhanced Index Funds A common investment myth, among professional and non-professional investors alike, is that with easy access to copious ...[read more]

    A Loser's Game: Market Speculation and Forecasting

    On Wall Street, it is a long-running tradition to make economic and financial forecasts for the upcoming year.  Bankers, investment analysts, fund managers, and economists are among ...[read more]

    Interest Rate and Credit Risk in a Fixed Income Portfolio

    In recent weeks, market news about fixed income has been growing increasingly bearish.  Historically low interest rates and unconventional monetary actions by the Federal Reserve have ...[read more]

    The Spender and the Saver: How do I discuss finances with my significant other?

    Generally speaking, “spenders” marry “savers” and “savers” marry “spenders” (see “Fatal (Fiscal) Attraction”). Does this describe your relationship? If so, are you ...[read more]